天眼查App显示，近日，南昌云源贝婴儿乳品有限公司成立，法定代表人为唐丽华，注册资本50万人民 币，经营范围为许可项目：乳制品生产，食品销售（依法须经批准的项目，经相关部门批准后在许可有 效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项目： 婴幼儿配方乳粉及其他婴幼儿配方食品销售，食品互联网销售（仅销售预包装食品），特殊医学用途配 方食品销售，国内贸易代理，信息咨询服务（不含许可类信息咨询服务），保健食品（预包装）销售， 母婴用品销售，玩具销售，互联网销售（除销售需要许可的商品），宠物食品及用品批发，宠物食品及 用品零售，日用百货销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

12月3日，由新华网主办的"2025健康未来论坛暨2025公众健康素养促进行动年度大会"在海南博鳌举行。国家乳业技术创新中心资深专家，伊利集团创新 中心资深专家冯罡发表题为《以奶为养：冬季健康管理的"营养密码"》的主题演讲，系统阐释了乳制品在促进骨骼健康、体重管理和血糖控制等方面的重 要价值，并为消费者提供了多元化的膳食搭配建议。 在骨骼与肌肉健康方面，冯罡援引与北京大学合作的研究数据称，中国超过90%人群存在钙摄入不足现象。牛奶中的乳钙吸收率优于其他常见补钙食材， 且乳蛋白有助于增强肌肉力量、延缓肌肉流失，对预防骨质疏松具有双重保护作用。 针对公众关注的体重管理问题，冯罡通过多项Meta分析指出，在控制总能量摄入的前提下，每日饮用250-500毫升牛奶不仅不会导致肥胖，其富含的蛋白 质还能增强饱腹感，有助于体重控制。研究显示，饮用全脂牛奶的肥胖风险并未增加，消费者可根据自身需求选择全脂或低脂产品。 在血糖管理方面，冯罡强调绝大多数乳制品属于低升糖指数食物，有助于平稳血糖波动。实验表明，即使含糖酸奶与主食一同食用，也能起到缓和餐后血 糖上升的作用，因此乳制品适合大多数血糖关注人群食用。 冯罡同时指出，目前我国 ...

Core Viewpoint - Yili Group has been recognized as the only dairy company to receive the 19th National Quality Award, reaffirming its leadership in quality management and performance improvement in the industry [1][2]. Group 1: National Quality Award - The National Quality Award is the highest honor for organizations that implement excellent quality management and achieve significant results in quality, economic, and social benefits [3]. - The award emphasizes not only the immediate quality achievements of the winning organizations but also their ability for continuous improvement and sustainable development [3]. - Yili's successful re-confirmation three years after winning the award indicates the effective operation of its quality management system and the deepening of its excellence performance model [2][3]. Group 2: Quality Culture and Management - Yili has established "Yili equals quality" as its corporate creed, integrating this belief into every aspect of the organization [6]. - The company promotes a culture where "everyone is a quality creator," ensuring that quality awareness is the starting and ending point of all work processes [6]. - Yili employs a comprehensive quality management system, including a self-developed "Excellence Quality Management System" to regularly evaluate management maturity [7]. Group 3: Quality Assurance and Performance - Yili has pioneered a high-standard internal control system, enhancing quality management by setting standards that exceed national and corporate benchmarks [7]. - The company has introduced aerospace reliability engineering technology to create a quality engineering system tailored for the food industry, improving the controllability of quality assurance [7]. - Yili's raw milk quality indicators, such as protein and fat content, surpass EU standards, showcasing significant advancements in quality management within the Chinese dairy industry [7]. Group 4: Future Commitment - Yili aims to continue focusing on consumer needs and enhancing quality, contributing to the health of China and leaving a deeper mark on the global dairy landscape [8].

Core Viewpoint - Mengniu Group has achieved significant breakthroughs in the deep processing of dairy raw materials, launching its first batch of products, including mascarpone cheese, lactoferrin, pizza cheese, demineralized whey powder D90, and micellar casein MCC, all meeting national quality standards [2][4]. Group 1 - The innovation breakthroughs are attributed to Mengniu's advanced technology and the GOSS system (Gentle Ordered Separation System) [2]. - The mascarpone cheese has three main advantages: a pure formula without stabilizers or emulsifiers, environmentally friendly production practices, and superior flavor and texture [2]. - The successful launch of these products marks a new level in Mengniu's independent R&D and industrialization capabilities in high-value dairy raw materials and functional ingredients [4]. Group 2 - Mengniu's efforts will help transform China's dairy consumption model from "drinking milk" to "eating milk," reinforcing its leading position in the industry [5]. - The Chinese dairy industry is undergoing a critical transformation, facing challenges such as low comprehensive utilization rates of raw milk and reliance on imports [5]. - Mengniu is actively promoting a deep processing philosophy to maximize the use of raw milk, extending the industry towards high value-added and high-tech directions [5][7]. Group 3 - Mengniu has established a full-chain digital capability in the deep processing of dairy raw materials, ensuring product stability and consistency [5]. - The company has shifted from a single product development model to a product combination approach, enhancing flexibility in production lines [5]. - The successful launch of the first batch of products is a significant step in addressing the reliance on imported dairy raw materials and responding quickly to the demand for high-end dairy products and functional ingredients [7]. Group 4 - Mengniu will continue to drive technological innovation to fully integrate the dairy deep processing industry chain, providing competitive domestic raw materials and solutions for the nutrition and health industry [7]. - The company aims to accelerate product iteration and capacity release in the field of deep processing of dairy, contributing to the high-quality development of China's dairy industry [7].

Group 1 - The company China Feihe (06186) announced a share buyback plan, committing to repurchase 6.281 million shares for a total cost of HKD 25.7521 million [1]

Group 1 - The company China Feihe (06186) announced a share buyback plan [1] - The total amount allocated for the buyback is HKD 25.7521 million [1] - The company plans to repurchase 6.281 million shares [1]

Core Viewpoint - Mengniu Dairy (02319) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - The company will repurchase 200,000 shares at a cost of HKD 2.944 million [1] - The buyback is scheduled for December 4, 2025, reflecting a strategic move to enhance shareholder value [1]

格隆汇12月4日丨蒙牛乳业(02319.HK)发布公告，2025年12月4日耗资294.4万港元回购20万股，回购价 格每股14.72港元。 ...

转自：草原云 在内蒙古农业大学乳品生物技术与工程教育部重点实验室，硕士研究生在离心管样品加检测试剂。 12月2日，在内蒙古农业大学乳品生物技术与工程教育部重点实验室里，恒温培养箱中的乳酸菌菌落正 静静生长。这些肉眼难辨的微生物，承载着一项跨越30余年的科研长征，也从根本上推动着中国乳业核 心技术的自主化进程。 腾（左二）带领团队在牧区采集乳酸菌样品。（受访者供图） 11月27日，内蒙古自治区科学技术奖励大会上，由内蒙古农业大学张和平教授主持完成的"具有预防和 改善代谢性疾病益生乳酸菌的筛选及开发利用"科技成果，荣获自治区科学技术进步奖一等奖。就在不 久前，张和平团队的博士后马腾团队，带着"慧眼识菌——数据赋能中国菌迈向产业强国之路"项目，在 第三届全国博士后创新创业大赛总决赛上斩获金奖。 团队成员辨别乳酸菌菌落形态。 博士后李伯海在内蒙古农业大学乳品生物技术与工程教育部重点实验室用仪器进行样品检测。 仅有资源库还不够，更要"读懂"菌种。团队从2018年开始，完成数万株菌的基因组解析，构建起全球最 大的乳酸菌基因组数据库iLABdb，数据量达国际权威数据库NCBI（美国国家生物技术信息中心）的 2.51倍，为每 ...

Core Insights - The ownership of Yuno China has changed hands again, with IDG Capital acquiring 100% of the company for a total consideration of 1.8 billion yuan, marking the third ownership change in eight years [1][2]. Group 1: Transaction Details - Tian Tu Investment announced the sale of its 45.22% stake in Yuno China for 814 million yuan, exiting alongside other shareholders [1]. - IDG Capital has been tracking the project for years, waiting for the profitability turning point, and has been in contact with the Yuno China team for about two years [7][22]. - The sale is expected to result in a minor loss of 799,000 yuan for Tian Tu, with the funds redirected to other investment opportunities [5]. Group 2: Company Performance - Yuno China reported a revenue of 454 million yuan and a net profit of 8.39 million yuan in 2023, with projections for the following year showing a revenue increase to 810 million yuan and a net profit of 95.45 million yuan, indicating significant growth [2]. - The company has positioned itself as a high-end yogurt brand, appealing to middle and high-income consumers, with a notable average price point of over 15 yuan [5]. Group 3: Market Challenges - The high-end yogurt market is facing intense competition, with new entrants and price reductions from competitors like Blueglass and other new tea brands [9][10][11]. - The overall dairy market is experiencing a sales decline, with a reported 2.7% drop in sales for 2024 and a 16.8% year-on-year decline in September 2023 [12]. - Analysts note that while Yuno has played a significant role in the premium yogurt segment, it now faces challenges from both traditional dairy giants and emerging local brands [14][15]. Group 4: Strategic Implications - The acquisition by IDG Capital may provide Yuno China with opportunities to leverage synergies with other consumer brands in IDG's portfolio, potentially enhancing its market position [21][22]. - The shift in ownership reflects broader trends of foreign brands adapting to local markets, as seen in other cases like Starbucks and McDonald's in China [16][19].